Grant Management for Locality
Locality is a national membership network supporting local community organisations to be strong and successful. They provide specialist advice, peer-learning, resources, and campaigns to create better operating conditions for their members, as well as managing a number of grant giving programmes.
- Migrate thier data sets into a comprehensive system to manage all of their grant giving programmes, previously run using a plethora of spread sheets.
- A solution to facilitate collaborative working with staff across multiple sites and locations.
- A data management & reporting tool to cater to strict & tight data handling requirements from Government Contracts.
- Flexibility to cope with both financial grants and skills-based consultancy support.
- A need to improve membership management processes and analytics.
- To improve analysis on helpdesk questions and answers.
- Custom objects created to enable the management of the grant giving process from application, through assessment to approvals.
- Cloud based nature of Salesforce platform facilitates collaborative working on grant applications by Locality employees across all UK offices.
- Third party apps used to collect application information from online forms and import directly into Salesforce records. As well as generate contracts and support documents at the touch of a button.
- Automation of processes (identified during Design phase) using workflows and Process Builder.
- Automated alerts sent out when application moves to a new user for actioning, ensuring process keeps to required timelines SLAs.
- Online payment platform integrated for membership payments with advisory on solutions for e-marketing and events management.
- Service cloud features and fields improved for case management analysis
- Huge time efficiencies generated by:
- direct capture of application information into Salesforce
- automation of processes
- creation of contracts and documents at touch of a button
- automation of pre-configured standard reports
- Improved collaboration using:
- cloud based Salesforce platform linking all offices
- Chatter-enabled communications
- automated tasks / alerts to users
- Greater control and management of entire process with all data accessible on line and in one place.
- Robust Salesforce system gives Locality the confidence to bid for more contract work, as well as the track record and credibility to win these contracts.
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